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Operating Plan Best Practices for SAM Programs

Learn best practices for creating and launching an operating plan for a best-in-class Strategic Account Management (SAM) program. This e-book is designed to guide Sales and SAM leaders on the initiatives, practices and resources to consider in the operating plan to lead and manage a successful SAM program.

Learn the resources and recommended steps you’ll want to take to enable your SAM program to exceed revenue and organizational business objectives. Inside you’ll find a prescription for success for each of the following SAM operating plan elements:

Account Segmentation – to ensure focus stays on the right accounts

Talent Assessments – to ensure that you deploy the right people to drive SAM success

Standard Operating Procedures – to ensure execution of the right activities across the organization

Optimize Team Performance – by utilizing the right development programs, tools, and technologies

Measurement & Coaching – by implementing the right dashboard metrics that influence success and predict growth in relationships, revenues and profits

Financial Analysis & Modeling – to ensure the right funding is established in order to execute the plan

Communication – to ensure the right messaging and process for delivering the message is received throughout the organization creating greater buy-in

Download the guide and learn how to establish / align your SAM operating plan to program objectives, gain leadership support and organizational buy-in.

Our Company:

The Chapman Group, founded in 1988, is a consulting firm that solves sales and account management challenges resulting in stronger relationships, increased revenues, and higher margins. We assist clients of all sizes, across a broad spectrum of industries, through the implementation of innovative processes, methodologies, best practices, skills and tools.